Generating Reports

To generate a report in a Microsoft Excel format, do the following:

1. In the main tab menu or from anywhere within the application, click the Reports tab

2. Complete the report parameters for the report that you would like to run

3. Click generate to run this specific report

4. The report will automatically open Microsoft Excel and display the results in an Excel spreadsheet format

Note:The Scope options are based on your team security. See Setting Up Your Teams.

See Also:

Managing Dashboards

Managing Dashboard Tabs